A wealth care plan custom fit to you.
CNC Financial Group, LLC is here to provide you with premier wealth management services. It starts with our belief that listening to you and your needs is the first step. You, along with our Financial Advisor, will consult with a Cordell, Neher & Company, PLLC tax professional to create a wealth care plan that is custom fit to you.
Our Expertise
INVESTMENT PLANNING
RETIREMENT & ESTATE PLANNING
INCOME PROTECTION & ASSET PRESERVATION
EDUCATION PLANNING
BUSINESS PLANNING
INSURANCE
DEBT MANAGEMENT
SPECIAL SITUATIONS
TAX PLANNING
How We Can Help
We Stay Current
In our constantly shifting economy, we stay abreast of changes that will impact your plan and your future. As time passes, your needs, wants and desires change. Your plan needs the flexibility to keep pace with you. Whether you are planning for yourself, your family or your business, we take a personal interest in helping you “live your dreams.”
We Give Careful Attention
Let our trusted advisers share their experience with you and your family. You will benefit from the careful attention given by our wealth management team, who can carefully structure an investment portfolio to your meet retirement, savings, insurance and long-term health care needs.
We Provide a Comprehensive Planning Process
The team at CNC Financial Group, LLC uses a comprehensive planning process. We consider income and estate tax issues at every life stage including education, retirement and the ultimate transfer of assets.
